Drake Software blog for tax pros, covering tax, IRS news, and more
In today’s competitive market, tax professionals must do more than prepare returns—they must market their services effectively to stay visible, help retain clients, and acquire new ones. Whether you're running a solo tax practice or managing a multi-preparer firm, a smart marketing strategy is key to client acquisition for tax professionals. Learn just how in our recent post.…
Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and routinization to aid tax preparers in their roles. To achieve…
We’re proud to share exciting news: Jared Ballew, Vice President of Government Relations at Drake Software, has been recognized as one of CPA Practice Advisor’s 2024 “20 Under 40”…
Read more about Jared Ballew Named a 2024 “20 Under 40” Influencer by CPA Practice Advisor
After a few years of delays, the reporting threshold for third party settlement organizations (TPSOs) reported on a Form 1099-K has officially dropped in 2025.…
Don't forget: You can streamline payment processing before April 15th! Learn more.…
Read more about Streamline payment processing before the April 15th deadline!
As a tax professional, upcoming changes can be a bit confusing and maybe even stressful. However, understanding these changes now can help reduce uncertainty in the future.…
Read more about Recent IRS Changes for Tax Year 2025: Tips for Tax Professionals
Cyber threats are on the rise, and protecting sensitive information has never been more critical. At Drake we continue to monitor for scams and bring you the latest cyber news to help keep you informed. Read more.…
Read more about Protect Your Account: Recent Tax Fraud Scams
Stay protected from tax fraud! The IRS Dirty Dozen 2025 lists top tax scams, from phishing to fake credits. Learn how to safeguard your business and clients’ resources.…
The IRS has announced tax relief measures to support affected individuals and businesses. This article outlines the disasters and the corresponding tax relief provisions.…
Discover effective client retention strategies for tax pros, from personalized service to leveraging technology. Keep clients satisfied year-round.…
Read more about 5 Tips for Tax Pros: Client Satisfaction and Retention
